See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,524 | $183,963-29.6% | $162,163-20.1% | $152,861-15.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -7.40% | 150.76%-158.2pp | 115.59%-123.0pp | 345.32%-352.7pp |
| Employer contribution / active EE | $9,097 | $6,371+42.8% | $5,614+62.0% | $4,762+91.0% |
| Participant deferral / active EE | $10,705 | $8,034+33.3% | $7,298+46.7% | $5,850+83.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |